Our Experts

Here we have highlighted the profiles and contact details of some of our subject-matter experts. We encourage you to contact them directly if you would like to hear SunGard’s commentary on any relevant industry topic.

  • Banham, Peter global head of marketing and strategy, capital markets and investment banking

    Key Topics: back-office, capital markets, commodities, credit derivatives, cross-asset trading, emerging economies, equities, FX and money markets, investment banking, IT drivers, IT spending, M&A activity, OTC derivatives, risk management, structured products, trading

  • Bardini, Daniel president, private banking, Ambit, banks and corporations

    Key Topics: asset managers, core banking, EMEA, family offices, front-to-back functionality, independent financial advisors, investment banking, investment managers, private banking, stock brokers, wealth managers

  • Benjaminsen, Bent senior vice president, strategic initiatives, AvantGard, banks and corporations

    Key Topics: ecosystem, electronic invoice presentment and payment (EIPP), financial management, liquidity management, payments, receivables, supply chain finance, treasury, working capital

  • Brewer, Nicholas vice president, global banking solutions, Ambit, banks and corporations

    Key Topics: business process management (BPM), back-office transformation, card management, customer centricity, islamic banking, retail banking, multi-channel delivery, universal banking

  • Burzynski, Vincent chief product officer, Global trading

    Key Topics: trade lifecycle, sell-side trading, order management systems, direct market access, execution management systems, algorithmic trading, alternative trading systems, ETD middle- and back-office operations

  • Byrne, Hugh senior vice president, institutional asset management

    Key Topics: asset servicing operations, back-office operations, European investment management operations, front-office operations, middle-office operations

  • Chapman, David managing partner, financial services technology, consulting services

    Key Topics: Agile software development, C++, C#, capital markets, derivatives, front-office, hedge funds, investment banking, Java, middle-office, P&L, positions, risk management

  • Choel, Charles-Henry global head of trading and client connectivity, Global Trading

    Key Topics: front-office technology, sell-side trading, order management systems, exchange connectivity, order routing, market data, front-end trading tools, liquidity services, algorithmic trading, P/L management, mergers and acquisitions, change management

  • Cobben, Hans vice president, global payments and messaging, Ambit & AvantGard, banks and corporations

    Key Topics: payments, SEPA, SWIFTNet connectivity

  • Compton, Paul head of product management, alternative investments

    Key Topics: alternative investment trends, ASP, convertible bonds, convertible securities, hedge fund risk management, independent pricing, independent valuation, portfolio management, trading TPAs, valuation

  • Cotten, Lant senior vice president, workflow & business processing

    Key Topics: application integration, business continuity, business activity monitoring, business process management, BPM, BPMS, consulting, enterprise-wide content management, ECM, data capture, document management, financial services, healthcare insurance, outsourcing, securities transfer

  • Crowley, Janet general manager, brokerage and clearance

    Key Topics: enterprise data management (EDM), managed data services, market data, MIFID, reference data, time series data

  • Dennis, Michelle vice president, product management, insurance

    Key Topics: financial accounting, insurance accounting, insurance regulatory reporting, investment accounting, investment management,

  • DiMartini, Bill senior vice president, consulting, availability services

    Key Topics: business continuity, consulting services, data management, disaster recovery planning, information availability, information protection, technology solutions, information security

  • Dodd, Tim head of product management, Front Arena, capital markets and investment banking

    Key Topics: cross-asset trading and risk, high-volume vanilla and derivatives, OTC and exchange-traded derivatives

  • Donohue, John senior vice president and chief compliance officer, brokerage and clearance

    Key Topics: Basel 2, compliance integration, convergence of compliance, financial and oprisk, governance, internal controls, operational risk, outsourcing supervision, risk and compliance, Sarbanes-Oxley

  • Doolan, Karen managing director, North American products, institutional asset management

    Key Topics: investment accounting, investment reporting, performance measurement and attribution, portfolio management

  • Dummitt, Ken president, Ambit & AvantGard, banks and corporations

    Key Topics: Basel II, capital allocation, cash flow, cash forecasting, commercial banking, economic capital, liquidity management, operational risk, private banking, retail banking, risk & compliance, Sarbanes-Oxley, SEPA, supply chain finance, SWIFT, working capital

  • Gill, Mack president, SunGard Technology Services, enterprise solutions

    Key Topics: global delivery model, global sourcing, offshore services

  • Gille, Dr. Marc senior vice president, Infinity product management,

    Key Topics: business process management (BPM); enterprise architecture; registry; repository; software-as-a-service (SaaS)

  • Green, Alun general manager, brokerage and clearance

    Key Topics: derivatives back-office, derivatives settlement and clearing, energy futures, equity options, exchange traded derivatives, futures commission merchants, global futures clearing technology, OTC-cleared (CCP) derivatives

  • Grimaldi, John executive vice president & general manager, Loanet, capital markets and investment banking

    Key Topics: agency lending disclosure of principle (ALDoP), automated recalls (ARMS), customer protection, securities finance, SEC Rule 15c3-3, securities lending platforms, segregation optimization, transparency

  • Grogan, Jim vice president, consulting product development, availability services

    Key Topics: business continuity, business process management, continuity of operations, e-commerce, high availability, information availability, information security, real-time enterprise resilience; RTO/RPO, supply chain management

  • Haslebacher, Peter executive vice president, risk management business, insurance

    Key Topics: asset liability modeling, enterprise risk management, global insurance risk management solutions, insurance illustration solutions, pricing, reserving and experience analysis

  • Hauser, Peter president, MicroHedge, trading

    Key Topics: employee benefit recordkeeping, auto-quoting, equity options, hedge fund options trading, options risk management, options trading, volatilities

  • Heissel, Thorsten senior vice president, product strategy and marketing, institutional asset management

    Key Topics: asset management, business process management (BPM), fund distribution, global asset management, institutional investors, SOA

  • Hug, Andreas vice president, risk and compliance solutions, Ambit, banks and corporations

    Key Topics: asset liability management, Basel II, capital management, credit risk, enterprise-wide risk management, interest rate

  • Hunziker, Juerg president, Front Arena and Adaptiv,, capital markets and investment banking

    Key Topics: back- office, credit risk, cross-asset-trading and risk, enterprise risk management, expected exposure, market

  • Impey, Brad chief technical officer, capital markets and investment banking

    Key Topics: credit risk, cross-asset trading and risk, enterprise risk management, expected exposure, grid computing, market risk, straight-through processing, risk analytics, trading, Value-at-Risk

  • Ingram, Jason president, workflow & business processing

    Key Topics: application integration, business activity monitoring, business process management, BPM, BPMS, business continuity, consulting, data capture, document management, ECM, enterprise-wide content management, financial services, healthcare insurance, outsourcing, securities transfer

  • Jackson, Ben chief operating officer, Kiodex, trading

    Key Topics: commodity, energy, market data, metals, agriculture operations, power, risk management, softs, Software as a Service (SaaS), trading

  • Jacquemin, Laurent Global head of Post-Trade Services, Global Trading

    Key Topics: Middle- and back-office processing, listed derivatives, straight-through processing, exchange traded derivatives, options delivery, options risk, best execution, clearing, ETD margining, allocation management

  • James, J.P. executive vice president and chief operating officer, insurance

    Key Topics: annuity administration, employee benefits, group benefit administration, group health administration, group life administration, group pension administration, health insurance claims processing, individual life administration, voluntary benefit administration, wealth management, worksite marketing

  • Jeanbart, Robert global head of market data and information services, Global Trading

    Key Topics: Market data; information distribution technology; risk management; financial applications; capital markets solutions; P&L management.

  • Krishnakumar, Akila chief operating officer and country head, India, SunGard Technology Services, enterprise solutions

    Key Topics: agile development, global delivery model, global sourcing, emerging market solutions, India, offshore product development, talent acquisition and retention

  • Learned, Mike vice president, product management, life, health and pensions, insurance

    Key Topics: employee benefit recordkeeping, group benefit administration, group life administration, group pension administration, voluntary benefit administration, worksite administration

  • Mahajan, Raj president, trading

    Key Topics: business optimization, business transformation, buy-side trading, liquidity management, order management systems, P/L improvement, sell-side trading, trade lifecycle, trading strategies

  • Mandalinci, Matt president, energy solutions, trading

    Key Topics: business intelligence, business transformation, change management, energy trading and risk management (ETRM), multi-continental organizations (beyond offshoring)

  • Massie, Roy vice president of product strategy, workflow & business processing

    Key Topics: application integration, bond accounting, business process management, BPM, claims workflow, consulting, document management, enterprise content management, ECM, financial services, healthcare insurance, imaging, outsourcing, retirement processing, securities transfer

  • Maxfield, Blaine chief operating officer, wealth management

    Key Topics: asset allocation, financial advisors, financial planning, investment selection, retirement income distribution, retirement income planning, wealth management

  • Mond, Emanuel president, alternative investments

    Key Topics: alternative investment trends, analytics and trade capture, convertible bonds, emerging markets, hedge fund operations, hedge fund portfolio, risk management, outsourcing and regulation, prime brokers,

  • Morgan, Doug president, institutional asset management

    Key Topics: asset servicing, buyside technology, investment management, investment operations, investment systems strategy, portfolio management, straight-through processing, third party administration

  • Morris, Austin managing partner, energy solutions, consulting services

    Key Topics: business intelligence, business process management, data warehousing, distribution and transmission, energy industry consulting, energy risk management, energy trading, enterprise integration, integrated supply and trading, pipelines, portal implementation, utilities

  • Mortensen, Soren deputy managing partner, consulting services europe

    Key Topics: alternative investments, data management, fund management services, M&A integration, risk management

  • Mossop, Kevin senior vice president, product management, energy solutions, trading

    Key Topics: business intelligence, business process re-engineering, energy operations, energy trading, gas, integration, power, technology change management

  • Murphy, Gerry president, brokerage and clearance

    Key Topics: back-office operations, clearing and settlement, institutional broker-dealers, portfolio margin, retail broker-dealers, securities processing

  • Norbeck, Don director, product development, availability services

    Key Topics: virtualization, disaster recovery, hosting, information availability, managed services, messaging and collaboration services, storage services

  • Oakman, Michael chief operating officer, EXP, workflow & business processing

    Key Topics: application integration, business activity monitoring, business continuity, business process management, BPM, consulting, data capture, document management, enterprise-wide content management, ECM, financial services, healthcare insurance, outsourcing

  • Porter, Clare senior vice president, technology solutions,

    Key Topics: business process management (BPM), Common Services Architecture (CSA), enterprise architecture, registry, repository, service oriented architecture (SOA), software-as-a-service (SaaS)

  • Prinz, Wolfgang vice president, global transaction management solutions, Ambit & AvantGard, banks and corporations

    Key Topics: archiving, confirmations, data mining, exception management, liquidity management, matching, operational efficiency, operational risk management, reconciliation, straight-through processing, transaction lifecycle management

  • Roberts, Ralston senior vice president, product strategy, trading

    Key Topics: algorithmic trading, alternative trading systems, broker internalization, crossing engines, dark pools, direct market access, execution management systems, execution quality, introducing broker strategies, liquidity sourcing/management, market access strategies, order management systems, Reg NMS, smart order routing

  • Roubinet, Didier vice president, institutional asset management

    Key Topics: compliance, EMEA investment management markets, investment systems product strategy, market connectivity, order management, performance measurement, position keeping

  • Rowe, David executive vice president, risk management, capital markets and investment banking

    Key Topics: Basel II, counterparty exposure, credit risk, enterprise risk management, expected exposure, market risk, operational risk, potential future exposure (PFE), risk analysis, risk technology, value-at-risk (VaR)

  • Schwarz, Stephen senior vice president, product management, energy solutions, trading

    Key Topics: business intelligence, business process reengineering, energy operations, energy trading, gas, integration, power, technology change management

  • Scianna, Anthony executive vice president, product management and marketing, brokerage and clearance

    Key Topics: back-office operations, clearing and settlement, institutional broker-dealers, margin, portfolio margin, retail broker-dealers, securities processing

  • Sisolak, Suzanne vice president, banking solutions, Ambit, banks and corporations

    Key Topics: business process management (BPM), back-office transformation, commercial banking, private banking, retail banking, straight-through processing, universal banking

  • Smith, Stephen president, securities transfer, workflow & business processing

    Key Topics: bondholder accounting and recordkeeping, corporate trust, equity, equity compensation plans, equity plan administrators, investor accounting, participants, registrars, securities transfer, stockholder accounting and recordkeeping, stock options, stock transfer debt, transfer agents

  • Torjmen, Adel chief technology officer, global trading and managing director, Tunis, SunGard Technology Services,

    Key Topics: solutions architecture, service-oriented architecture (SOA), component-based architecture, Software-as-a-Service (SaaS), straight-through processing, exchange traded derivatives, foreign exchange trading, front-to-back-office processing.

  • Traquair, Brian president, capital markets and investment banking

    Key Topics: agency lending disclosure, credit risk, cross-asset trading, market risk, OTC derivatives, repo trading, securities finance, securities lending, trading platforms, transparency

  • Valdez, Jennifer senior vice president, product management, wealth management

    Key Topics: advisor desktop, asset allocation, brokerage and trust, financial planning, investment management, managed accounts, wealth reporting

  • Volker, Mark senior vice president, wealth management

    Key Topics: advisor productivity, best execution, electronic trading, industry protocols, portfolio optimization, tax efficient rebalancing

  • Walker, Alex global head of Post Trade Services - Securities, Global Trading

    Key Topics: equities and fixed income middle- and back- office, stock lending and borrowing, netting, MTFs and settlement

  • Wallis, Jeffrey managing partner, consulting services

    Key Topics: business process re-engineering, business/technology strategy, capital markets, CSA, employee benefits, Infinity, investment banking, electronic trading strategies, OMS/EMS, Reg NMS

  • Ward, Bob chief operating officer, wealth management

    Key Topics: cross-border trading, global connectivity, mutual fund compliance, multi-asset class trading, straight-through processing, trade execution, treasury portals

  • Wimley, CJ vice president, global order-to-cash solutions, AvantGard, banks and corporations

    Key Topics: collections, credit risk, deduction management, electronic invoicing, financial supply chain, liquidity management, order-to-cash, receivables, Sarbanes-Oxley, working capital

  • Winters, Tara senior vice president, product management and marketing, insurance

    Key Topics: financial accounting, financial reporting, insurance statutory reporting, investment accounting and management

  • Woods, Andrew vice president, treasury solutions, Ambit & AvantGard, banks and corporations

    Key Topics: ASP, cash forecasting, cash